Request a Quote

" Dear Customer, Thank you for contacting us. Anaya Associates is committed for providing cost effective and quality services. Please fill following form to describe your tax situation. We will provide you quote within 24 hours. You can call us during office hours at +1-425-502-0727. We are located in Sammamish, WA - Thank you"

Name*:

Email ID* :

Phone Number :

Preferred time for contact :

Preferred mode of contact * :

How did you hear about us?* : 

U.S. Immigration Status*:

Income Form

Description Tax Payer Spouse Dependent Other comments
Employer (W2)
Interest (1099-int)
Dividends (1099-Div)
Stock or Mutual funds Sale(1099-B)
Self Employment
Social Security / Retirements
Rental Property
Unemployment
Any other business or Source of Income
Any overseas income (investments or rental)
Any foreign financial accounts with aggregate balance of $10,000 or more
Did you had Medical Insurance for whole family during 2015

Expense Form

Description Tax Payer Spouse Dependent Other comments
List of Self Employment Expenses
Medical Dental care
Education
Un-Reimbursed by your employer
Rental Property
Professional Union Dues

Credits and Deductions

Description Tax Payer Spouse Dependent Other comments
Donations to charity ( cash or goods)
Pay Child Dependent care expense ?
Make IRA contribution
Paid property taxes?
Paid student loan interest ?
Have a Mortgage Payment? (1098)
Make a major taxable purchase?
Any other purchase which could be tax exempt like Solar, Hybrid car etc)
Did you have nay other state involved then WA? If yes, please name them.

Miscellaneous

Description Tax Payer Spouse Dependent Other comments
Sold a home ?
Pay / Receive alimony
Suffer catastrophic loss?
Withdrawn IRA or 401 distribution
Adopt a child
Have gambling winnings / losses?
Working Visa Status - H1B, Green card, US Citizen, L1, F1 etc

Opening a business or need bookkeeping services :

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